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Portfolio (Quarterly) Guide ↗

PRECEDENT WEALTH PARTNERS, LLC

· CIK 0002008666
13F Portfolio $601M AUM 207 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 52 New 108 Added 31 Reduced 11 Exited
Page 5 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMD ADVANCED MICRO DEVICES INC Technology 2,040.0 $1.2M 0.20% +192.0 +10.4% $580.91 -18.5%
82 EOG EOG RES INC Energy 9,073.0 $1.2M 0.20% +560.0 +6.6% $129.73 +18.0%
83 VTV VANGUARD INDEX FDS 5,232.0 $1.1M 0.19% +1K +37.9% $217.92 +3.9%
84 ZTS ZOETIS INC Healthcare 15,597.0 $1.1M 0.19% +3K +26.3% $71.86 +8.2%
85 IWF ISHARES TR 8,309.0 $1.0M 0.17% +8K +1088.7% $124.17 -1.4%
86 ACN ACCENTURE PLC IRELAND Technology 8,271.0 $1.0M 0.17% +103.0 +1.3% $124.44 +48.9%
87 AMAT APPLIED MATLS INC Technology 1,288.0 $931K 0.15% +75.0 +6.2% $723.00 -31.9%
88 BERKSHIRE HATHAWAY INC DEL 1,832.0 $917K 0.15% +906.0 +97.8% $500.39
89 BSMY INVESCO EXCH TRD SLF IDX FD 34,174.0 $842K 0.14% +14K +65.6% $24.65 -2.4%
90 IDV ISHARES TR 19,229.0 $797K 0.13% +414.0 +2.2% $41.43 +8.8%
91 AXP AMERICAN EXPRESS CO Financial Services 2,058.0 $696K 0.12% +25.0 +1.2% $338.25 -0.7%
92 WMB WILLIAMS COS INC Energy 8,915.0 $663K 0.11% +2K +22.4% $74.34 -5.2%
93 VUG VANGUARD INDEX FDS 7,528.0 $648K 0.11% +7K +1047.6% $86.14 +1.6%
94 VBR VANGUARD INDEX FDS 2,437.0 $592K 0.10% +19.0 +0.8% $242.98 +2.6%
95 V VISA INC Financial Services 1,704.0 $585K 0.10% +157.0 +10.2% $343.19 +8.1%
96 XLK SELECT SECTOR SPDR TR 3,021.0 $576K 0.10% +1K +64.2% $190.52 -3.8%
97 FIRST TR EXCHNG TRADED FD VI 15,803.0 $520K 0.09% +5K +45.1% $32.91
98 COST COSTCO WHSL CORP NEW Consumer Defensive 503.0 $471K 0.08% +50.0 +11.0% $935.47 +1.3%
99 SCHB SCHWAB STRATEGIC TR 15,879.0 $460K 0.08% +1K +9.3% $28.96 +2.2%
100 MS MORGAN STANLEY Financial Services 2,183.0 $456K 0.08% +445.0 +25.6% $209.04 +2.5%
Page 5 of 6  ·  108 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.5%
Financial Services 15.5%
Industrials 12.0%
Healthcare 11.1%
Consumer Cyclical 8.9%
Consumer Defensive 8.5%
Energy 5.7%
Communication Services 3.4%
Utilities 2.9%
Basic Materials 1.2%